VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,991,685 | +78.1% | 368,975 | +86.0% | 0.16% | +81.1% |
| Q2 2023 | $56,145,489 | +11.2% | 198,422 | -2.0% | 0.09% | +5.9% |
| Q1 2023 | $50,484,163 | +14.2% | 202,390 | -2.4% | 0.08% | +9.0% |
| Q4 2022 | $44,214,143 | +21.1% | 207,471 | +21.6% | 0.08% | +4.0% |
| Q3 2022 | $36,509,000 | -8.0% | 170,643 | -4.1% | 0.08% | -2.6% |
| Q2 2022 | $39,675,000 | -23.5% | 178,005 | -1.3% | 0.08% | -10.5% |
| Q1 2022 | $51,882,000 | -17.4% | 180,397 | -7.9% | 0.09% | -13.1% |
| Q4 2021 | $62,847,000 | +2.4% | 195,849 | -7.4% | 0.10% | -13.9% |
| Q3 2021 | $61,349,000 | +0.1% | 211,424 | -1.1% | 0.12% | 0.0% |
| Q2 2021 | $61,304,000 | -12.1% | 213,745 | -21.2% | 0.12% | -18.4% |
| Q1 2021 | $69,731,000 | +10.7% | 271,281 | +9.1% | 0.14% | +3.7% |
| Q4 2020 | $63,008,000 | +13.2% | 248,707 | +1.7% | 0.14% | 0.0% |
| Q3 2020 | $55,641,000 | +15.2% | 244,457 | +2.3% | 0.14% | +7.1% |
| Q2 2020 | $48,294,000 | +46.8% | 238,974 | +13.8% | 0.13% | +23.3% |
| Q1 2020 | $32,907,000 | -4.0% | 210,014 | +11.6% | 0.10% | +17.0% |
| Q4 2019 | $34,280,000 | +15.3% | 188,175 | +5.2% | 0.09% | +8.6% |
| Q3 2019 | $29,742,000 | +4.4% | 178,872 | +2.6% | 0.08% | +2.5% |
| Q2 2019 | $28,478,000 | +14.3% | 174,294 | +9.4% | 0.08% | +9.7% |
| Q1 2019 | $24,913,000 | +20.8% | 159,266 | +3.8% | 0.07% | +7.5% |
| Q4 2018 | $20,616,000 | -0.8% | 153,477 | +18.9% | 0.07% | +11.7% |
| Q3 2018 | $20,784,000 | +19.1% | 129,057 | +10.7% | 0.06% | +13.2% |
| Q2 2018 | $17,458,000 | +9.7% | 116,539 | +3.9% | 0.05% | +8.2% |
| Q1 2018 | $15,910,000 | +1.0% | 112,139 | +0.2% | 0.05% | +2.1% |
| Q4 2017 | $15,747,000 | +11.0% | 111,958 | +4.7% | 0.05% | +6.7% |
| Q3 2017 | $14,190,000 | +74.2% | 106,889 | +66.7% | 0.04% | +66.7% |
| Q2 2017 | $8,145,000 | +34.9% | 64,111 | +29.2% | 0.03% | +28.6% |
| Q1 2017 | $6,038,000 | +26.8% | 49,633 | +16.2% | 0.02% | +23.5% |
| Q4 2016 | $4,763,000 | +6.3% | 42,725 | +7.1% | 0.02% | 0.0% |
| Q3 2016 | $4,479,000 | +9.3% | 39,889 | +4.3% | 0.02% | +6.2% |
| Q2 2016 | $4,097,000 | +8.0% | 38,231 | +7.3% | 0.02% | +6.7% |
| Q1 2016 | $3,793,000 | -1.6% | 35,632 | -1.7% | 0.02% | -6.2% |
| Q4 2015 | $3,855,000 | +6.9% | 36,232 | +0.8% | 0.02% | +6.7% |
| Q3 2015 | $3,605,000 | +40.2% | 35,942 | +49.6% | 0.02% | +50.0% |
| Q2 2015 | $2,571,000 | +0.5% | 24,020 | -1.8% | 0.01% | 0.0% |
| Q1 2015 | $2,559,000 | +6.8% | 24,464 | +6.6% | 0.01% | +11.1% |
| Q4 2014 | $2,395,000 | +27.5% | 22,940 | +21.7% | 0.01% | +12.5% |
| Q3 2014 | $1,878,000 | -5.6% | 18,847 | -6.4% | 0.01% | 0.0% |
| Q2 2014 | $1,990,000 | +4.8% | 20,131 | -0.9% | 0.01% | 0.0% |
| Q1 2014 | $1,898,000 | +2.7% | 20,305 | +2.2% | 0.01% | +14.3% |
| Q4 2013 | $1,848,000 | +20.3% | 19,865 | +9.5% | 0.01% | 0.0% |
| Q3 2013 | $1,536,000 | +11.4% | 18,148 | +2.9% | 0.01% | +16.7% |
| Q2 2013 | $1,379,000 | – | 17,644 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 33,347 | $71,065,183 | 27.65% |
| Dougherty Wealth Advisers LLC | 77,298 | $16,472,977 | 27.06% |
| Jentner Corp | 166,041 | $35,385,009 | 26.16% |
| Fee-Only Financial Planning, L.C. | 126,443 | $26,946,161 | 22.58% |
| Mill Creek Capital Advisors, LLC | 2,544,179 | $542,190,154 | 22.52% |
| Axiom Advisory, LLC | 98,249 | $20,939,979 | 22.16% |
| Bromfield Sneider Wealth Advisors | 99,797 | $21,267,693 | 19.71% |
| Safeguard Financial, LLC | 116,113 | $24,745 | 17.72% |
| Retirement Investment Advisors, Inc. | 127,641 | $27,201,574 | 17.61% |
| TL Private Wealth | 138,969 | $30,019,995 | 17.50% |